Author
@BichonFrise_JTC BichonFrise_JTC
grade Cx.com/BichonFrise_JTC ↗
Japanese retail semis perma-bull preaching AI memory/foundry picks-and-shovels conviction
Posts continuous high-conviction long calls and a multi-year
trader score
-0.74
hit rate
35%
mean α
-0.35%
signals 14d
125
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 35% hit rate, -0.35% mean alpha, trader score -0.74. Their last-14d mentions, direction-adjusted, have moved -8.2% since posting (mean over 99 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | QQQ | @BichonFrise_JTC | +0.80 | Take maximum tolerable investment risk in the Nasdaq 100 now. — Explicitly says now is the time to take risk and selects the Nasdaq 100. | -3.2% | tweet ↗ |
| 2026-10-14 | ASML | @BichonFrise_JTC | +0.70 | The author calls ASML the stock with the deepest competitive moat in the world. | -4.7% | tweet ↗ |
| 2026-10-14 | ASML | @BichonFrise_JTC | +0.50 | The author regrets not buying ASML after recognizing its long-running strength. | -4.7% | tweet ↗ |
| 2026-10-13 | ASML | @BichonFrise_JTC | +0.70 | Buy ASML after an earnings miss. — The author recommends buying ASML after a miss, citing its 19-of-20-quarter beat record. | -8.5% | tweet ↗ |
| 2026-10-13 | MRVL | @BichonFrise_JTC | -0.30 | The author argues invasion risk should not uniquely deter TSM investment because the chip ecosystem shares that risk. | -15.0% | tweet ↗ |
| 2026-10-13 | AMD | @BichonFrise_JTC | -0.30 | The author argues invasion risk should not uniquely deter TSM investment because the chip ecosystem shares that risk. | -14.7% | tweet ↗ |
| 2026-10-13 | AVGO | @BichonFrise_JTC | -0.30 | The author argues invasion risk should not uniquely deter TSM investment because the chip ecosystem shares that risk. | -10.0% | tweet ↗ |
| 2026-10-13 | TSM | @BichonFrise_JTC | +0.50 | The author argues invasion risk should not uniquely deter TSM investment because the chip ecosystem shares that risk. | -6.0% | tweet ↗ |
| 2026-10-13 | NVDA | @BichonFrise_JTC | -0.30 | The author argues invasion risk should not uniquely deter TSM investment because the chip ecosystem shares that risk. | -7.7% | tweet ↗ |
| 2026-10-13 | MUU | @BichonFrise_JTC | +0.30 | The author says the purchase may have been early but maintains that MUU is undervalued. | -16.9% | tweet ↗ |
| 2026-10-13 | TSM | @BichonFrise_JTC | +0.60 | The author discloses that TSM represents 25% of the portfolio and expresses support for MU. | -6.0% | tweet ↗ |
| 2026-10-13 | MU | @BichonFrise_JTC | +0.40 | The author discloses that TSM represents 25% of the portfolio and expresses support for MU. | -7.9% | tweet ↗ |
| 2026-10-13 | TSM | @BichonFrise_JTC | +0.50 | The author highlights TSM's relative resilience, citing a 2% decline and roughly 1% premarket loss. | -6.0% | tweet ↗ |
| 2026-10-12 | MU | @BichonFrise_JTC | +0.70 | Encourages holding memory stocks and discloses MU at 6.3% of the portfolio after roughly tripling. | -11.3% | tweet ↗ |
| 2026-10-12 | LITE | @BichonFrise_JTC | +0.45 | Says a concentrated 50/50 LITE-ALAB portfolio could dramatically outperform, though the author would not take that risk. | -24.0% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.